Webcast
Strait Talk
Commodity & Energy Strategy
Global Fixed Income Strategy
24 Apr 2026
Topics discussed:
- Update on the situation in the Strait of Hormuz: shipping, attacks, and the state of talks
- How is the global energy market absorbing the shock?
- How will central banks respond to the trade-off between growth and inflation?
- Should investors fade the USD rebound?
- How is the energy crisis rippling across other commodity markets?